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Jeffrey P

Remote

Patterson Partners Ltd.

Jeffrey Patterson is a financial advisor at Patterson Partners Ltd. with 6 years of industry experience. He has worked at Bermuda Electric Light Company for seven years and has served in the Royal Bermuda Regiment since 1990. Patterson Partners provides fee-only investment advisory and financial planning services to individuals and families, including corporate executives and business owners. The firm integrates financial planning into its investment process and has a focus on cross-border and expatriate clients.

Cross-border / expatriate tax planning Divorce financial planning Cash flow / budgeting General estate planning guidance General tax planning Executive Founder/Business Owner Doctor or Medical Professional Widow/Widower
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Curtis P

Remote

Patterson Partners Ltd.

Curtis Patterson is a financial advisor at Patterson Partners Ltd. with one year of industry experience. His work history includes roles at Patterson Partners Ltd. since 2019 and prior experience at the Royal Hamilton Amateur Dinghy Club and the New York Film Academy. Patterson Partners provides fee-only investment advisory and financial planning services to individuals and families, including corporate executives and business owners. The firm integrates financial planning with investment management and has a focus on cross-border and expatriate clients, offering services such as tax compliance and scenario-based asset allocation.

Cross-border / expatriate tax planning Divorce financial planning Cash flow / budgeting General estate planning guidance General tax planning Executive Founder/Business Owner Doctor or Medical Professional Widow/Widower
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Jennifer P

CFP®

Remote

Patterson Partners Ltd.

Jennifer Patterson is a CFP® professional with six years of industry experience, currently serving at Patterson Partners Ltd., where she has been since 2006. The firm provides fee-only investment advisory and financial planning services to individuals and families, including corporate executives and business owners. Patterson Partners integrates financial planning into its investment approach, utilizing its Life+Wealth Investing™ methodology and serving a notable cross-border and expatriate clientele.

Cross-border / expatriate tax planning Divorce financial planning Cash flow / budgeting General estate planning guidance General tax planning Executive Founder/Business Owner Doctor or Medical Professional Widow/Widower
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